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IVEP

NewEdge Advisors’s Dan IVES Wedbush AI Power & Infrastructure ETF IVEP Stock Holding History

NewEdge Advisors’s Portfolio IVEP Stock Details IVEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$356K Buy
+12,720
New +$355K ﹤0.01% 2362

Other funds holding IVEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

NewEdge Advisors's IVEP Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) in Q2 2026: 12,720 shares worth $356K. The stake represents ﹤0.01% of the portfolio and ranks #2362 among its holdings.

8 funds tracked by Wall St. Rank hold IVEP as of Q2 2026.

  • NewEdge Advisors held 12,720 shares of Dan IVES Wedbush AI Power & Infrastructure ETF worth $356K as of Q2 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF was a new NewEdge Advisors position in Q2 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2362 holding.
  • 8 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Power & Infrastructure ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.